Investor suitability

For those who:

  • want a medium risk investment that is focused on generating capital growth
  • are planning to hold your investment for the medium and/or long term

Fund facts (2026-03-31)

Inception date

2008-08-18

Asset class

U.S. Small/Mid Cap Equity

RRSP eligible

Eligible

Income distribution

Annually

Minimum investment

$250,000 initial / $25 additional

Growth of $10,000